Client Service Excellence Representative (FINRA Licensed)
About The Position
Vanguard is hiring a Client Service Excellence Center associate to support clients with account-related needs and help deliver the company’s mission to treat investors fairly and give them the best chance for investment success. The role connects with clients through inbound phone calls and assists with financial inquiries, including account maintenance and identifying and resolving issues. Associates are expected to lead with empathy and an owner’s mindset, uncover client needs, and provide timely, accurate solutions. The position is fully remote, with the condition that all work duties are performed from within Georgia. Candidates must hold active FINRA Series 7 and Series 63 licenses. The total potential compensation for the first full year is $70,500–$81,500, comprising a $62,000–$72,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses. The posting also offers a $20,000 licensing bonus for bringing active SIE, Series 7, and Series 63 licenses, as well as milestone rewards of $10,000 at three years, $20,000 at five years, and $20,000 every five years thereafter. Associates may collaborate with internal departments on strategic initiatives to improve client and crew experiences. Vanguard describes its benefits as supporting employees through different life stages, with benefits centered on financial and career stability, longevity, and balance.
Requirements
- Active FINRA Series 7 and Series 63 licenses.
- At least 3 years of customer-facing and/or inbound phone experience, demonstrated through strong interpersonal and client relationship management skills.
- A strong sense of ownership for client outcomes, including initiative, accountability, anticipating client needs, and building trust through each interaction.
- A learner’s attitude and willingness to continuously build knowledge.
- High school, associate degree, or bachelor’s degree.
- A desire for stability and pride in building a long-term career in client service.
Responsibilities
- Assist clients through inbound phone calls with financial inquiries, including account maintenance and identifying and resolving issues.
- Lead with empathy and an owner’s mindset to solve problems, uncover client needs, and provide timely and accurate solutions.
- Collaborate with internal departments on strategic initiatives to continuously improve the client and crew experience.
Benefits
- A $20,000 licensing bonus for bringing active SIE, Series 7, and Series 63 licenses.
- Milestone rewards: $10,000 at the three-year anniversary, $20,000 at the five-year anniversary, and $20,000 every five years thereafter.
- Quarterly performance-based bonuses, merit increases, and company bonuses.
- Benefits centered around financial and career stability, longevity, and balance.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
